Dalton Investments' Lim on Korean Markets

The video discusses the long-term market implications of government actions, particularly in the context of Korean big tech companies. It highlights the potential for increased competition and innovation but also the threat to monopoly power. The speaker advises caution in investing in Korean big tech due to high valuations and market uncertainties. Inflation and interest rates are also considered, with a preference for waiting to see how these factors stabilize. The video concludes by identifying tech sectors with better growth prospects, such as semiconductors and EV battery materials, which are less vulnerable to domestic regulatory risks.

What is a potential positive outcome of increased market competition?

• Increased monopoly power

• Decreased innovation

• More innovation

• Higher prices

Why is there a cautious approach towards Korean big tech companies?

• Because of their recent rapid growth and market uncertainties

• Due to high inflation rates

• Because they are undervalued

• Due to their focus on global markets

What economic factor is mentioned as influencing market valuations?

• Trade tariffs

• Government subsidies

• Interest rates

• Exchange rates

Which tech sectors in Korea are seen as having better growth prospects?

• Telecommunication companies

• E-commerce platforms

• Semiconductor and EV battery material sectors

• Social media platforms

Why might some tech companies be less affected by regulatory risks?

• They have a monopoly in their sector

• They target global markets

• They have strong government support

• They focus on the domestic market